+9.3%
XYZ vs PLTD
-33.9%
+43.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.6% | -5.4% | +0.5% |
| 7D | -1.0% | +5.9% | -6.9% | +0.8% |
| 30D | -1.7% | -11.6% | +9.9% | -4.4% |
| 3M | +16.7% | -29.9% | +46.7% | +9.6% |
| 6M | +26.9% | -28.5% | +55.4% | +21.4% |
| YTD | +27.1% | -20.4% | +47.5% | +24.6% |
| 1Y | +9.3% | -33.3% | +42.5% | +9.2% |
| All | +9.3% | -33.9% | +43.2% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLTD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling